As an Edward Jones financial advisor, I believe it's important to invest time in understanding what is important to you before investing your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. We provide highly personalized service by helping individuals and families make financial decisions regarding their future.

I earned a bachelor's degree in finance from the University of Houston.

My Edward Jones career started in 2010 as a financial advisor in Knoxville. In 2011, I received the AAMS® professional designation and became a limited partner with Edward Jones in 2019.

Originally from Philadelphia, I have lived in the Knoxville area since 2005. As part of the community, I have a passion for Lake Red Rock and the outdoors, currently serving on the board of the Red Rock Lake Association. I am also a member of the Knoxville Chamber of Commerce and Knoxville Rotary.

My most gratifying role is that of a family man. My wife, Debbie, and I have been married over 25 years and have three children who are active in multiple activities. We all enjoy the outdoors together and try to take advantage of the year-round activities that Iowa has to offer.

My senior branch office administrator, Stephanie Vickroy, has over 20 years of experience and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Military Professionals & Veterans

My Personal Interests

  • Hunting
  • Outdoor Enthusiast
  • Spending Time with Family
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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